Forms and Tools

The links below open client and adviser forms that can be signed electronically or printed. 

These tools are the intellectual property of Enva Australia and protected under Australian law by the terms of the Commonwealth Copyright Act of 1968. They are provided for use by representatives of Enva Australia Pty Ltd or clients who have engaged Enva Australia or its representatives for services. 

 

Information Authorities


Transfer of servicing rights form This form asks a product provider (such as an insurance company) to appoint Enva as your servicing advisor. This means we would have access to information on that product and may be able to complete transactions on your behalf. Authority to Collect information This form asks the product provider to provide us with information on your product but provides no other authority.




Client consent forms


FSG and record keeping consent form This form confirms that you have recieved a financial services guide, that you consent to us keeping records to assist you and records the areas of advice you would like us to consider. Annual service fee - client consent This form confirms your permission for us to contact you and to issue an invoice for the following years service. Wholesale or sophisticated investor verification form This form can be completed by your accountant to confirm your status as a wholesale or sophisticated investor. This form is not required for retail financial advice.




Adviser tools


Letter of appointment and engagement This template generates an engagement form for clients that outlines the services and fees agreed to.




General advice - insurance forms


Insurance instruction form This form confirms any product revenue we might recieve and records the clients intent to proceed with the instructions they have provided without advice. General advice insurance question set This dynamic form can be used by clients for general insurance advice. It will provide them with general information based on a range of circumstances and connects to our live quoting tool. Online live quotes This tool allows you to see the pricing and options avalible from different insurers.




Client request forms


Service request If you need to send a formal request please use this form. We will call, email or sms to confirm your instructions before taking action. Can we help? This short form can help you decide if a relationship with a qualified adviser is right for you.





© Enva Advisory. All rights reserved.

Enva Advisory  (ABN 12 634 043 093)  is an Authorised Representative of Australian Financial Services Licensee Enva Australia Licence No. 424494. Representatives may also be Authorised Representatives of Australian Credit Licensee, AFG 389 087

 

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You should consider your financial situation and needs before making any decisions based on this information.

The calculators and tools on this website are provided for your information and to illustrate scenarios. The results should not be taken as a substitute for professional advice.

All reasonable care has been taken in preparing and designing the calculators and tools; however, Enva Advisory and Enva Australia provides no warranties and makes no representation that the information provided by the calculators and tools is appropriate for your particular circumstances or indicates you should follow a particular course of action.